ANSOM FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ANSOM FOUNDATION (EIN 20-1939623)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-01
- IRS object ID
- 201901219349100615
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-01T12:17:53-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341639529 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCMANUS DOSEN & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7251 ENGLE RD STE 406 | AddressLine1Txt |
| City | MIDDLEBURG HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441303400 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201939623 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANSOM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANSO | BusinessNameControlTxt |
| Phone | 4402556053 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8861 ASPENWOOD COURT | AddressLine1Txt |
| City | MENTOR | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS JOHN SADOWSKI | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 4402556053 | PhoneNum |
| Signature | 2019-04-23 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL DOSEN CPA | PreparerPersonNm |
| PTIN | P00299020 | PTIN |
| Phone | 4402433400 | PhoneNum |
| Preparation | 2019-05-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.60.187.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-01 | IPDt |
| IP Tm | 12:17:53 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 73E72193A2FDD2F8FEF4F2052F5F5BA9D85A2EC5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2D02AA912B43A8EC7E9374FCC81C280205211041 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $102,593 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,800 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,800 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,111 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,348 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,840 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,911 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,640 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $985 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $985 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $1,052 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,052 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $185 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $185 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,222 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,222 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,172 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,222 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,261 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,418 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $28,470 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,446 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,446 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $75,224 | CorporateStockBOYAmt |
| Corporate Stock EOY | $67,987 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $73,147 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $103,694 | TotalAssetsBOYAmt |
| Total Assets EOY | $97,433 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $102,593 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $103,694 | RetainedEarningBOYAmt |
| Retained Earning EOY | $97,433 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $103,694 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $97,433 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $103,694 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $97,433 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $103,694 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,261 | ExcessRevenueOverExpensesAmt |
| Subtotal | $97,433 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $97,433 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,840 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $14,575 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $110,946 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.131370 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,567 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $113,887 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.136688 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,527 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $140,254 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.189135 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,111 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $160,660 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.106504 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,633 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $163,484 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.107858 | DistributionYr5Rt |
| Total Distribution | 0.671555 | TotalDistributionRt |
| Average Distribution | 0.134311 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $83,986 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,280 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $24 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,304 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,950 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $24 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $24 | SubtotalAmt |
| Tax Based On Investment Income | $24 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $24 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THOMAS JOHN SADOWSKI | IndividualWithBooksNm |
| Phone | 4402556053 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8861 ASPENWOOD COURT | AddressLine1Txt |
| City | MENTOR | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JANET MARY SADOWSKI | ||||||||
| 8861 ASPENWOOD COURT | MENTOR | OH | 44060 | CHAIRMAN | 0.40 | $0 | $0 | $0 |
| THOMAS JOHN SADOWSKI | ||||||||
| 8861 ASPENWOOD COURT | MENTOR | OH | 44060 | SECRETARY | 0.80 | $0 | $0 | $0 |
| JUDITH M COONEY | ||||||||
| 2303 SOUTH 7TH ST WEST | MISSOULA | MT | 59801 | TRUSTEE | 0.08 | $0 | $0 | $0 |
| SUSAN A LUSARDO | ||||||||
| 348 MOOREWOOD AVENUE | AVON LAKE | OH | 44012 | TRUSTEE | 0.08 | $0 | $0 | $0 |
| MARY E GEORGE | ||||||||
| 3628 E MOUNTAIN SKY AVE | PHOENIX | AZ | 85044 | TRUSTEE | 0.08 | $0 | $0 | $0 |
| KATHERINE L GOODMAN | ||||||||
| 6001 5TH ROAD NORTH | ARLINGTON | VA | 22203 | TRUSTEE | 0.08 | $0 | $0 | $0 |
| TARA J SADOWSKI | ||||||||
| 13545 328TH AVE SE | SULTAN | WA | 98294 | TRUSTEE | 0.08 | $0 | $0 | $0 |
| RICHARD C SADOWSKI | ||||||||
| 374 CASEY DRIVE | POOLER | GA | 31322 | TRUSTEE | 0.08 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $57,741 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,524 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $85,265 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $85,265 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,279 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $83,986 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,199 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,199 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24 | TotalTaxAmt |
| Distributable Before Adj | $4,175 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,175 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,175 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,950 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $12,950 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $24 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,926 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,175 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $9,493 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,196 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $19,594 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,939 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,113 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $57,335 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,950 | QualifyingDistributionsAmt |
| Applied To Current Year | $4,175 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,775 | RemainingDistriFromCorpusAmt |
| Total Corpus | $66,110 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,493 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $56,617 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,196 | ExcessFromYear4Amt |
| Excess From Year3 | $19,594 | ExcessFromYear3Amt |
| Excess From Year2 | $9,939 | ExcessFromYear2Amt |
| Excess From Year1 | $9,113 | ExcessFromYear1Amt |
| Excess From Current Year | $8,775 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| BASILICA NATIONAL SHRINE | ||||||
| 400 MICHIGAN AVE | WASHINGTON | DC | 20017 | DONATION | $200 | |
| CATHOLIC CHARITIES CORPORATION | ||||||
| PO BOX 6019 | ALBERTA LEA | MN | 56007 | DONATION | $1,000 | |
| CATHOLIC DIOCESE OF CLEVELAND | ||||||
| PO BOX 6001 | ALBERT LEA | MN | 560079900 | DONATION | $400 | |
| ETERNAL WORD TELEVISION NETWORK | ||||||
| 5817 OLD LEEDS ROAD | IRONDALE | AL | 352109948 | DONATION | $100 | |
| KNIGHTS OF COLUMBUS | ||||||
| 1 COLUMBUS PLAZA | NEW HAVEN | CT | 065091966 | DONATION | $7,000 | PO BOX 1966 |
| MISSOULA CATHOLIC SCHOOLS | ||||||
| 503 EDITH STREET | MISSOULA | MT | 59801 | DONATION | $100 | |
| SACRED HEART SOUTHERN MISSIONS | ||||||
| 1650 HIGHWAY 161 | WALLS | MS | 386869099 | DONATION | $50 | |
| SAINT BEDE CHURCH | ||||||
| 9114 LAKE SHORE BLVD | MENTOR | OH | 44060 | DONATION | $100 | |
| SAINT FRANCIS UNIVERSITY | ||||||
| PO BOX 600 | LORETTO | PA | 159400600 | DONATION | $3,000 | |
| SISTERS OF NOTRE DAME | ||||||
| 13000 AUBURN RD | CHARDON | OH | 44024 | DONATION | $200 | |
| 40 DAYS FOR LIFE | ||||||
| PO BOX 96876 | WASHINGTON | DC | 20077 | DONATION | $100 | |
| HOSPICE OF THE WESTERN RESERVE | ||||||
| 17876 ST CLAIR AVE | CLEVELAND | OH | 44110 | DONATION | $500 | |
| THE CATHOLIC LEAGUE | ||||||
| 450 FASHION AVE | NEW YORK | NY | 101173125 | DONATION | $50 | |
| GLENMARY HOME MISSIONERS | ||||||
| 4119 GLENMARY TRACE | CINCINNATI | OH | 452265618 | DONATION | $50 | |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | ||||||
| PO BOX 50 | MEMPHIS | TN | 381019929 | DONATION | $50 | |
| NATIONAL MUSEUM OF THE MIGHTY 8TH | ||||||
| PO BOX 1992 | SAVANNAH | GA | 31402 | DONATION | $50 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,950 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,800 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,840 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,271 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,640 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,271 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,911 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $985 | Amt |
| Net Investment Income | $985 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | VICTORY MUNDER MID-CAP GROWTH | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2018-07 | SoldDt |
| Gross Sales Price | $11,508 | GrossSalesPriceAmt |
| Basis | $7,237 | BasisAmt |
| Total Net | $4,271 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | KEY BANK TRUST MANAGEMENT ACCOUNT | StockNm |
| EOY Book Value | $67,987 | EOYBookValueAmt |
| EOYFMV | $73,147 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $1,052 | Amt |
| Net Investment Income | $1,052 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES AND FEES | CategoryTxt |
| Amt | $185 | Amt |
| Net Investment Income | $185 | NetInvestmentIncomeAmt |